Lead Management

Product: Lead Manager View, Add, Edit, and Delete Leads • To view the details of a lead, select the Lead name on a lead grid. Added Build 20.01.13 . Speed browse is used in the Lead manager to review information for multiple candidates...

Abstract Product: Lead Manager Adding Leads to a Campaign There are two methods to add Leads to a Campaign: from the homepage, and from the Lead Profile. Build 19.07.15. Leads can be removed from campaigns. There are two methods to add...

Abstract Product: Lead Manager Lead Statuses and Updating Multiple Lead Statuses Lead Statuses Lead Statuses are a method of tracking the current position of a Lead in a Campaign. A Lead can have a different Lead Status for different ...

Abstract Product: Lead Manager Managing Confidential Leads Confidential Leads are only visible to the user who made the Lead confidential, or by users added to the confidential team. Confidential Leads cannot be made public. Confiden...

Abstract Product: Lead Manager Lead Profile searches for the criteria in the full Lead Profile. Lead name searches for Leads that have that name. Keywords are highlighted in the results. Filters are persistent in Lead Manager. If ...

Abstract Product: Lead Manager Relevant eLearning: Process Select My Leads, or All Leads . Select Export to Excel . The Export to Excel window opens To add fields to the export, select the fields in the Fields available...

Abstract Product: Lead Manager Send A Lead to BrassRing Relevant eLearning: Process Open a Lead Profile. Select the down arrow. Select Add to BrassRing Requisition, or BrassRing Folder. For Requisitions A list of BrassRing...

Abstract Product: BrassRing on Cloud Relevant eLearning: SEND BRASSRING CANDIDATES TO LEAD MANAGER Process From within a Req folder or the Speed Browse window, select the candidates to move to Lead Manager. Select Actions >...

Abstract Product: Acoustic Campaign and Workbench Using Source Codes to Automatically File Leads to a Campaign from Landing Page Before adding Source Codes to Acoustic Campaign, Source Codes must first be added in Workbench. Process: ...